See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
GBQ PARTNERS7+ years Filed as: GBQ Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $26,000 |
CROWE LLP5 years Service code 62 · EIN 35-0921680 | Float revenue | $21,931 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,735 | $37,393+252.3% | $77,024+71.0% | $66,914+96.9% |
| Participation rate | 98.4% | 52.9%+45.5pp | 67.9%+30.5pp | 69.8%+28.6pp |
| Annual return | -7.10% | -3.29%-3.8pp | 42.32%-49.4pp | 1.58%-8.7pp |
| Employer contribution / active EE | $10,372 | $1,531+577.5% | $2,812+268.8% | $2,544+307.7% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $234 | $567-58.7% | $5,425-95.7% | $593-60.6% |